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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: Roger A. Babb who wrote (16335)12/21/1998 11:53:00 PM
From: larry  Respond to of 18691
 
Roger,

IBM clearly has much smaller downside risk compared with CSCO. An earning disappointment from CSCO would cut the stock in half within a week while probably only doing 20-25% damage to IBM. I would choose IBM if I were not allowed to sell within 5 years. But I would choose CSCO if I were allowed to sell at any time.

thanx,
larry!